Wealthport is an award-winning platform for investing, making thousands of transactions daily and is SA's fastest growing LISP platform.

Why Wealthport?

1. INDEPENDENT

To be independent, is to be free
from outside control; not subject to
another’s authority. And in the world
of investment management, there’s
no position more powerful than that
of the truly independent.

2. INNOVATIVE

Not everyone can break with tired
traditions, challenge the status quo, and
affect change that shakes up an industry.
But we can. And we have. And the
beautiful thing with innovation, is it only
takes one to innovate.

3. SIMPLE

Simple is a term that’s thrown around
a lot, but is far too often is easier
said than done. We’ve made complex
financial planning simple, by putting
everything you and your clients need,
in a single, simple dashboard. We call
this, the Power of i.

Wealthport gives you access to
industry-leading and award winning technology,
allowing you to make the best decisions for
your clients.

INDEPENDENT

To be independent, is to be free
from outside control; not subject to
another’s authority. And in the world
of investment management, there’s
no position more powerful than that
of the truly independent.

2

INNOVATIVE

Not everyone can break with tired
traditions, challenge the status quo, and
affect change that shakes up an industry.
But we can. And we have. And the
beautiful thing with innovation, is it only
takes one to innovate.

3

SIMPLE

Simple is a term that’s thrown around
a lot, but is far too often is easier
said than done. We’ve made complex
financial planning simple, by putting
everything you and your clients need,
in a single, simple dashboard. We call
this, the Power of i.

The best tech platform in Africa

A good investment process is critical in today's marketplace.

As a Financial Advisor, you may choose a custom fund selection for your clients or you may partner with an expert Discretionary Fund Manager and make use of the models that they provide.

A model portfolio is significantly more cost effective than a traditional fund solution and makes it easy to deliver a consistent and professional service to your clients. A good investment process and the ability to implement it timeously are critical in today’s marketplace and complex regulatory environment.

INDEPENDENT INVESTING POWERED BY

WEALTHPORT

Our Partners

Customize your version

Wealthport is the platform that powers and champions
the independent advisor and their investors, by providing
a simple, effective tool, designed to give them and their
clients the best results.

Your data is safe

All our data is secured using Sha256 With RSA Encryption certificate signature algorithm. What does this mean? Basically, any communication between our servers and our clients is scrambled (or encrypted) in such a way that only they can understand what the other is saying. This prevents anyone else from eavesdropping on the conversation and picking up anything that we don't want them to know.

An independent financial advisor
who is powered by Wealthport

is the
best decision any investor can make.

Streamlined portfolio administration

Wealthport is a platform that encourages and enables online portfolio management and transacting. We also realise the importance of keeping you up to date when it comes to the progress of your instruction, and do so via automated email and SMS correspondence.

Financial advisors are provided with an online portal where they are able to keep track of client portfolios and load instructions on behalf of clients. Any instruction submitted in such a manner for which there are no outstanding requirements may be submitted up until 13h00 for Unit Trusts and ETFs and 10h00 for Money Market Funds in order to be processed that same day.

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Wealthport (Pty) Ltd, a private company incorporated in the Republic of South Africa, registration number 2012/025878/07. An approved administrative financial services provider, FSP number 44158 and Retirement Funds administrator, approval number 24/714. The aforementioned licenses allow The Administrator, via its FSB approved Nominee Company to facilitate bulk investment trades and is in return responsible to maintain the underlying registers of ownership.